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Showing 811 to 820 of 1847 CPAs in Montana
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Elizabeth A. Rath Goetz
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Located in Billings, Montana, Elizabeth A. Rath Goetz provides accounting and tax services to individuals and businesses. With over 15 years of experience, she specializes in basic accounting services, financial planning, and individual tax services, catering to the needs of family-owned enterprises and small to medium-sized businesses. Her services include IRS representation and payroll processing and compliance, helping clients navigate complex tax laws and stay compliant with employment regulations.
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Kelleen Menge
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Based in Billings, Montana, Kelleen Menge is a certified public accountant with over 15 years of experience in the field. Her expertise includes providing retirement account tax reporting, individual and business tax return preparation, as well as basic accounting services. Menge specializes in supporting entrepreneurs and startups, individuals and families with their accounting and tax needs, ensuring tax compliance and accuracy. With a focus on small business accounting, she helps clients navigate complex financial regulations and maintain organizational efficiency.
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Rebecca Hale
Certified Public Accountant
Verified Licensed
Location Livingston, Montana 59047
Rebecca Hale, a certified public accountant based in Livingston, Montana, has over 20 years of experience providing financial guidance to small and medium-sized businesses and individuals and families. Her areas of specialization include basic accounting services, financial planning, and tax compliance, with a focus on ensuring accurate payroll processing and sales tax compliance. Hale's expertise encompasses a range of industries, including small and medium-sized businesses, with a strong emphasis on building long-lasting relationships with her clients.
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Lisa M. Swallow
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59804
Lisa M. Swallow is a certified public accountant with over 15 years of experience providing accounting services to individuals and families in Missoula, Montana. Her professional focus includes general accounting, tax planning, and financial planning, drawing on her expertise in basic accounting services, tax compliance, and financial planning. Serving entrepreneurs and startups in addition to individual clients, Swallow's background enables her to address a range of accounting needs, from financial management to tax compliance.
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Dennis L. Kluksdahl
Certified Public Accountant
Verified Licensed
Location Butte, Montana 59701
Dennis Kluksdahl is a seasoned certified public accountant based in Butte, Montana, with over two decades of experience providing comprehensive accounting services to family-owned enterprises and various business structures. With expertise in general accounting and advisory, as well as sales tax compliance, Kluksdahl helps small to medium-sized businesses navigate complex tax laws and regulations. Specializing in basic accounting services, business tax services, and tax compliance, Kluksdahl serves S-Corps, partnerships, and LLCs, ensuring clients remain in compliance with tax authorities.
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Dan T. Chisholm
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59904
With over 15 years of experience as a certified public accountant, Dan T. Chisholm provides comprehensive accounting services to small and medium-sized businesses in Kalispell, Montana. His practice specializes in basic accounting services, business tax services, and financial planning, catering to the needs of family-owned enterprises and other local businesses. Notably, he offers specialized services in retirement account tax reporting, ensuring that clients comply with complex tax regulations and maximize their benefits.
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Sallie A. Foley
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, Sallie A. Foley is a certified public accountant with over a decade of experience serving entrepreneurs and small businesses in a variety of structures, including S-Corps, partnerships, and LLCs. Her practice focuses on providing comprehensive bookkeeping and financial statement compilation services, as well as tax compliance and return preparation for individuals and businesses. Foley's specialization in small business accounting and tax compliance has allowed her to develop expertise in handling complex financial situations and ensuring her clients meet all regulatory requirements.
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Victor A. Treat
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Based in Billings, Montana, Victor A. Treat has over 20 years of experience in public accounting, providing expert services to small and medium-sized businesses. A certified public accountant with specialization in basic accounting services and small business accounting, Treat's expertise spans a wide range of business structures, including S-Corps, partnerships, and LLCs. He offers specialized IRS representation and payroll processing and compliance services, ensuring clients maintain accurate tax compliance and stay up-to-date with regulatory requirements.
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Renee M. Richards
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59105
Renee M. Richards is a certified public accountant based in Billings, Montana. With over 10 years of experience in taxation and financial planning, she provides specialized services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. Her areas of expertise include basic accounting services, individual tax services, and financial planning, with a focus on Retirement Account Tax Reporting and IRS Representation.
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Kristin H. Switzer
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Kristin H. Switzer is a certified public accountant with over a decade of experience in financial services. Based in Billings, Montana, her practice focuses primarily on serving the accounting needs of individuals and families, as well as entrepreneurs and startups in the area. With a specialization in basic accounting services, business tax services, and small business accounting, Kristin provides a range of general accounting and advisory services, including bookkeeping and financial statement compilation.

Montana's CPA community serves a large, sparsely populated state with resource-based economy and growing tourism. The Montana Board of Public Accountants requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: Montana has graduated individual income tax up to 5.9% and a graduated corporate tax structure. Notably, Montana has no sales tax, simplifying one aspect of compliance. CPAs commonly handle federal tax planning (primary focus without sales tax), natural resource taxation including mineral rights and royalties, agricultural tax planning for ranches, and multi-state issues for businesses operating in neighboring states. Out-of-state property owners and part-year residents create residency planning opportunities.

Industry Specializations: Agriculture (cattle ranching, wheat), energy and mineral extraction (coal, oil, natural gas), timber and forest products, tourism and hospitality, real estate (particularly vacation properties), healthcare, and higher education are key practice areas. CPAs often specialize in ranch accounting and succession planning, natural resource taxation, or serving the unique needs of hospitality businesses in tourist areas like Glacier and Yellowstone regions.

For CPA Professionals: The Montana Society of CPAs serves a small professional community across a geographically vast state. Major markets include Billings, Missoula, Great Falls, and Bozeman (growing tech hub). The state offers exceptional outdoor recreation, quality of life, and increasingly attracts remote workers and retirees from high-tax states. Rural areas face CPA shortages, creating opportunities for practitioners comfortable with dispersed client base and technology-enabled service delivery. Growing wealth from out-of-state migration creates opportunities in tax planning and wealth management.